The Hierarchy allows organizations to control the flow of marketing spend at a more granular level according to the set-up of their instance. Requests & Approvals in Allocadia can be enabled at various levels of the Hierarchy and customized according to your organization’s business processes.
- On the Home Tab, click on the Master Settings hyperlink in the Edit Settings column
- Navigate to the Approvals & Requests Tab in the Workflow section on the left
Note: You can collapse sections using the collapse button in line with the section name
- Select the checkbox next to the desired Folder, Sub-folders and Activity Plan to define which levels of the Hierarchy approvals should be enabled
Note: An example would be if the EMEA Field Marketing team is using Approvals & Requests the checkbox next to the EMEA sub-folder would be selected and the approvals will filter down.Note: Enabling Approvals & Requests at the root Folder would allow Owners and Administrators to process all requests consolidated in one location at the top of the Hierarchy.
- Click the Save button.
Note: Approvals & Requests will be automatically enabled for new Activity Plans created in Folders or Sub-folders that already have Requests and Approvals turned on.